At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Kurt Koehler is a Senior Vice President and Trust Officer at Bank of America Private Bank, in New Haven, CT. His focus is on the administration of clients’ trusts and carrying out provisions contained in trust documents. Kurt recognizes that each trust and each beneficiary is unique, and provides highly personalized service to help carry out the estate plans. He is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration and will engage other Bank of America Private Bank specialists to assist, as appropriate.
Prior to rejoining Bank of America Private Bank in 2022, Kurt worked as a trial lawyer and estate planning lawyer, as well as in senior roles in the trust industry at U.S. Trust, Bank of America Private Bank, Northern Trust, and National Advisors Trust Company.
Kurt is admitted to practice law in Connecticut and New York. Kurt graduated from Quinnipiac Law School, where he was Associate Editor of the Quinnipiac Law Review. He also holds an LL.M in Estate Planning from the University of Miami School of Law.
He does not provide legal advice in his role at Bank of America Private Bank.
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For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.